Filed January 1, 2012 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING Service code 28 · EIN 61-0736136 | Investment Management | $66,757 |
GUIDESPARK2+ years Filed as: GUIDESPARK, INC. Service code 28 · EIN 26-2229814 | Investment Management | $20,415 |
BOUTWELL FAY LLP1 year Service code 28 · EIN 33-0802931 | Investment Management | $8,683 |
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,014 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,761 | $43,110+8.5% | $156,549-70.1% | $65,292-28.4% |
| Participation rate | 98.2% | 69.3%+28.9pp | 84.0%+14.2pp | 72.4%+25.7pp |
| Annual return | 7.83% | 11.24%-3.4pp | 32.23%-24.4pp | 11.84%-4.0pp |
| Employer contribution / active EE | $0 | $1,702-100.0% | $5,501-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $4,695 | $2,520+86.3% | $4,871-3.6% | $3,579+31.2% |
| Admin fee / account holder | $65 | $47+37.8% | $13,027-99.5% | $57+13.5% |